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Ares Management
ARES

Overview Fund Activity

355 hedge funds and large institutions have $7.92B invested in Ares Management in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 54 closing their positions.

Holders
355
Holders Change
-10
Holders Change %
-2.74%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
53
Increased
122
Reduced
129
Closed
54
Calls
$13.5M
Puts
$5.86M
Net Calls
+$7.64M
Net Calls Change
+$3.02M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.1B
2
Millennium Management
2
Millennium Management
New York
$62.6M
3
MME
3
Meag Munich Ergo
Germany
$34.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$828M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$30.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$73.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$230M
3
JCM
3
Junto Capital Management
New York
$40.9M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$167M
5
Jennison Associates
5
Jennison Associates
New York
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
376
Noesis Capital Mangement
Florida
– – -4,048 Closed
PCS
377
Personal CFO Solutions
New Jersey
– – -3,625 Closed
LWAC
378
Laurel Wealth Advisors (California)
California
– – -3,525 Closed
RJT
379
Raymond James Trust
Florida
– – -3,192 Closed
EWM
380
Evercore Wealth Management
New York
– – -3,100 Closed
JIC
381
Joel Isaacson & Co
New York
– – -3,036 Closed
USCWA
382
U.S. Capital Wealth Advisors
Texas
– – -3,000 Closed
ISWM
383
Independent Solutions Wealth Management
New York
– – -2,882 Closed
Sumitomo Mitsui Trust Group
384
Sumitomo Mitsui Trust Group
Japan
– – -2,846 Closed
SS
385
Simplicity Solutions
Minnesota
– – -2,810 Closed
FIM
386
Fernwood Investment Management
Massachusetts
– – -2,800 Closed
P
387
&Partners
Tennessee
– – -2,780 Closed
HKIMG
388
Hutchens & Kramer Investment Management Group
Indiana
– – -2,652 Closed
RW
389
RVW Wealth
California
– – -2,500 Closed
AAS
390
Avantax Advisory Services
Texas
– – -2,500 Closed
SAS
391
Stelac Advisory Services
New York
– – -1,507 Closed
FAG
392
Fortitude Advisory Group
Washington
– – -930 Closed
VNA
393
Valley National Advisers
Pennsylvania
– – -800 Closed
PCG
394
Private Capital Group
Connecticut
– – -677 Closed
RTC
395
Riverview Trust Company
Washington
– – -252 Closed
JWA
396
JFS Wealth Advisors
Pennsylvania
$0 6 -140 -96%
CP
397
Corbenic Partners
Pennsylvania
– – -123 Closed
HPC
398
HM Payson & Co
Maine
– – -106 Closed
PFS
399
Prospera Financial Services
Texas
– – -60 Closed
Lazard Asset Management
400
Lazard Asset Management
New York
– – -57 Closed
13 14 15
16
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